Details
-
Story
-
Status: Closed (View Workflow)
-
P3
-
Resolution: Done
-
None
-
-
Spitfire Sprint 136, Spitfire Sprint 137
-
5
-
Spitfire
-
Morning Glory (R2 2022)
Description
Purpose: To describe the matching logic invoked when a user selects Purchase order line (POL) as the matchpoint from an incoming MARC Bibliographic record to an existing Inventory Instance, Holdings, or Item
Full description of the feature: https://wiki.folio.org/pages/viewpage.action?pageId=73535666
When user selects Purchase Order line number (POL) as the matchpoint for Instance, Holdings, and/or Item
- Retrieve the POL from the designated MARC field - 024$a, 924$a, 935$a, 980$a - MARC field and subfield will be indicated in the match profile
- Check for a matching POL in the Orders app - query mod-orders to find POL - send GET request to /orders/order-lines?query=poLineNumber={POL} to retrieve the InstanceId
- NOTE: Only check POLs with status of Open, not Pending or Closed (add cql filtering by Status)
- If the POL is found, then check for a related Instance, Holdings, or Item (as designated in the match profile)
- If a single match is found for Instance, Holdings, or Item, then consider it a match and proceed with the match action(s) described in the Data import Job profile
- If no match is found for Instance, Holdings, or Item, then consider it a non-match and proceed with the no-match action(s) described in the Data import Job profile
- If multiple matches are found for Instance, Holdings, or item, then consider it a non-match and discard, with multiple matches error message (being planned as part of
UXPROD-3502)
Additional notes
- Updates to multiple holdings or items from the same incoming MARC Bib not yet accounted for; see
UXPROD-2741 - Follow same implicit logic when updating Instances (e.g. if updating an Instance with source = FOLIO, then also create an SRS MARC Bib and change the Instance's source to MARC)
- Right now, if the matchpoint in the incoming record is in a repeatable field, FOLIO will only use the data in the first occurrence of that field. Is that OK for now, or do we need to address it? A-M to confirm with SMEs
- abreaux to add story for wildcard matching
TestRail: Results
Attachments
Issue Links
- defines
-
UXPROD-3345 Match on POL and VRN to update related Inventory records - Backend Dev
-
- Closed
-
- relates to
-
MODDATAIMP-677 Add permission for Purchase Order Lines matching
-
- Closed
-
-
MODDATAIMP-769 Data Import job is failing after upgrading to MG hotfix-1.1
-
- Closed
-
-
MODSOURMAN-778 Add permission for Purchase Order Lines matching
-
- Closed
-
-
MODSOURMAN-942 DI job with match by POL number fails immediately
-
- Closed
-
-
FAT-2184 Karate Test match on POL and update related Instance, Holdings, Item
-
- Closed
-
-
MODINV-577 Match logic for VRN matches to Inventory records
-
- Closed
-